If tariffs are approved, electric vehicles may have an increase in price and delay US energy transition plans
The United States Department of Commerce took the first step towards imposing anti -dumping rates on imports from essential components for batteries from China, after concluding that materials received unfair subsidies. The preliminary decision marks an advance in the commercial case that investigates the provision of materials for anode, crucial to electric vehicle batteries, including graphite and silicon.
North American graffiti producers were among those who requested the investigations, claiming that heavy Chinese state subsidies distort prices and make competition difficult. If tariffs are significantly high, the cost of US -made electric cars may rise, just when a Republican tax plan intends to cut tax incentives for consumers.
Preliminary tariffs announced on Tuesday by the Department of Commerce aims to neutralize the subsidies granted to Chinese production, while a parallel investigation analyzes possible unjust price practices. Final decisions should be released later this year. These cases are independent of the wide rates imposed by former President Donald Trump on several business partners, as well as the taxation plans on semiconductors, pharmaceutical products and other goods.
The US agency has identified that Chinese producers and exporters benefit from subsidies that can reach 721%. Among the companies mentioned are Huzhou Kaijin New Energy Technology Corp. and Panasonic Global Search China Co., which did not immediately comment on the subject.
China dominates global graffiti production, and US batteries manufacturers depend on Chinese material. Bloombergnef data show that by 2024 about 56% of US demand for energy-related graffiti was met by imports from China.
The case reflects the growing commercial tensions between Washington and Beijing, especially in the green technology industry, where the US seeks to reduce dependence on Chinese suppliers. Meanwhile, the US automotive industry faces the challenge of balanced costs and competitiveness amid possible changes in tax policy and commercial barriers.
Experts warn that high tariffs can impact the battery supply chain, making electric vehicles more expensive at a crucial time for market expansion. The final decision of the US government will be closely monitored by investors and the clean energy sector.
With information from Bloomberg*
Source: https://www.ocafezinho.com/2025/05/22/entenda-a-guerra-comercial-por-tras-das-baterias/
